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Tesla Is No Longer Just An EV Stock — And That’s Exactly The Problem

Tesla Is No Longer Just An EV Stock — And That’s Exactly The Problem

KAHROS Team

TL;DR

Quick Summary

  • Tesla (TSLA) still commands a $1.25T valuation, but growth in its core EV business is colliding with brutal competition and price cuts, especially in China.
  • The stock is increasingly priced on future autonomy, robotaxis, and energy, not just cars — and investors are starting to question how fast that future actually arrives.
  • With Elon Musk’s massive compensation package still a legal and financial overhang, Tesla has to prove it can turn its next-gen story into durable earnings, not just vibes.

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